The 5 Best CRM Automations

In this video I explain a 4 step guide to finding the right CRM system for your business.

00:00 - Intro
00:23 - Email Automation
01:58 - Lead Assignment
03:49 - Pipeline Stage Automation
05:51 - Software Integration Automation
07:57 - Follow Up Automation
09:07 - Outro

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CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our YouTube channel.

[KhadirahSMuhammad]

Great insights, Nick! Love the breakdown of essential CRM automations. One automation we've implemented for clients involves setting up an automated onboarding sequence. Once a lead is marked as a new client, our system sends out a welcome email, creates a ClickUp task for the team, and triggers a series of follow-up emails to ensure a smooth onboarding process. It’s all about enhancing efficiency while maintaining a personal touch!

[TheEricEck]

Excellent video. Thank you! Can you do a review of HIPAA compliant CRMs? Big market with very few data automation or integration tools.